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O'Shaughnessy Asset Management’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

O'Shaughnessy Asset Management’s Portfolio DJIA Stock Details DJIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$21 – 2677
2026
Q1 		$21 Buy
+1
New +$22 ﹤0.01% 2647

Other funds holding DJIA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

O'Shaughnessy Asset Management's DJIA Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q2 2026, closing a stake of 1 share — an estimated $21 sold.

O'Shaughnessy Asset Management first reported a position in DJIA in Q1 2026 and held it in 1 quarter. The position peaked at $21 in Q1 2026. 50 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining Global X Dow 30 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 1 Global X Dow 30 Covered Call ETF share in Q2 2026, an estimated $21.
  • O'Shaughnessy Asset Management first reported a position in Global X Dow 30 Covered Call ETF in Q1 2026 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's Global X Dow 30 Covered Call ETF position peaked at $21 in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.